financial planning

One Last Gift: Wrapping Up All of Your Financial Contributions Before the New Year

The end of the year is not just a season for celebration and reflection but also a perfect time to ensure that our finances are in order. This includes crucial aspects such as wrapping up all financial contributions before the year-end for retirement savings plans such as Keogh, Solo 401(k), and 401(k) and making strategic decisions about selling stock to realize gains or losses.

Serving Your Financial Future: Financial Considerations and Questions for Military Families

As a military family, you face challenges and opportunities in managing your finances. Planning for your financial future is important, regardless of where you are in your journey. Here are a few key financial considerations for military families.

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